Filed November 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,926 | $100,041-32.1% | $149,718-54.6% | $70,131-3.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 11.04% | 27.43%-16.4pp | 1501.63%-1490.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,427 | $3,662-61.0% | $5,445-73.8% | $2,342-39.1% |
| Participant deferral / active EE | $5,334 | $4,983+7.0% | $6,569-18.8% | $3,332+60.1% |
| Admin fee / account holder | $4,861 | $8,286-41.3% | $11,283-56.9% | $4,645+4.6% |